Cerro Pacific Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $470K | Hold |
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|
2024
Q2 | $470K | Buy |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.73M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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